Source
Practifi

Practifi

Destination
Dealertrack

Dealertrack

CRM MigrationStarting at $500

Migrate from Practifi to Dealertrack

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Practifi to Dealertrack. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Practifi to Dealertrack migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Practifi vs Dealertrack

A quick look at both platforms to help you understand your migration path

Migrating from
Practifi

Practifi

Financial advisor CRM purpose-built for wealth management

Practifi is a performance optimization platform and CRM purpose-built for the wealth management sector. Built on Salesforce, it offers workflow automation, compliance management, analytics, and unified client records to help financial advisors and RIAs manage relationships and drive growth.

Founded 2013
Chicago, Illinois, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
Wealth ManagementFinancial ServicesInvestment Advisory+1 more
Top Strength

Purpose-built for wealth management industry

Migrating to
Dealertrack

Dealertrack

Digital solutions for automotive retail

Dealertrack by Cox Automotive is a leading provider of dealer management system (DMS) and integrated solutions for automotive retail, including CRM, F&I management, credit application processing, vehicle registration, and compliance tools. It streamlines vehicle transactions and enhances customer experience through integrated technologies.

Founded 2001
New Hyde Park, New York, United States
Best for
Enterprise
Industries
automotiveauto dealershipfinance and insurance
Top Strength

Access to industry's largest lender network for instant credit decisions

Your New CRM

Why Dealertrack is a great choice

Dealertrack

Dealertrack

"Digital solutions for automotive retail"

Dealertrack by Cox Automotive is a leading provider of dealer management system (DMS) and integrated solutions for automotive retail, including CRM, F&I management, credit application processing, vehicle registration, and compliance tools. It streamlines vehicle transactions and enhances customer experience through integrated technologies.

Ideal for: Dealerships seeking a comprehensive DMS platform with integrated CRM, F&I, and lending network capabilities for streamlined operations and customer management.

Access to industry's largest lender network for instant credit decisions

Comprehensive dealer management system with integrated CRM

Industries
automotiveauto dealershipfinance and insurance
Best For
Enterprise

Seamless integration with Cox Automotive ecosystem (vAuto, Dealer.com, etc.)

Reliable trade-in valuations and market data

Learn more at

dealertrack.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Practifi to Dealertrack

Practifi
Dealertrack
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Supported
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Practifi to Dealertrack Migration FAQ

Common questions about migrating from Practifi to Dealertrack.

Related Migration Paths

Explore other popular CRM migrations similar to Practifi to Dealertrack

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